Latest Institutional Sells of Ishares Russell 1000 Val ETF (IWD)
This list provides information on the latest institutional transactions involving Ishares Russell 1000 Val ETF (IWD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-60- 1.14% |
$11K - $11.8K
|
5.2K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-59- 4.86% |
$10.8K - $11.6K
|
1.16K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-57- 0.36% |
$10.4K - $11.2K
|
15.6K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-56- 2.02% |
$10.2K - $11K
|
2.71K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-56- 0.58% |
$10.2K - $11K
|
9.56K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-54- 0.44% |
$9.87K - $10.6K
|
12.2K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-54- 1.71% |
$9.87K - $10.6K
|
3.11K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-54- 1.68% |
$9.87K - $10.6K
|
3.16K
$619K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-54- 6.89% |
$9.87K - $10.6K
|
730
$143K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-52- 1.72% |
$9.51K - $10.2K
|
2.96K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-52- 1.86% |
$9.51K - $10.2K
|
2.74K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51- 1.08% |
$9.32K - $10K
|
4.68K
$919K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-50- 2.51% |
$9.14K - $9.81K
|
1.94K
$381K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-48- 3.63% |
$8.78K - $9.42K
|
1.27K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-48- 1.89% |
$8.78K - $9.42K
|
2.49K
$487K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-47- 0.35% |
$8.59K - $9.22K
|
13.4K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-45- 0.32% |
$8.23K - $8.83K
|
14.2K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-44- 0.55% |
$8.04K - $8.63K
|
7.97K
$1.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-44- 10.43% |
$8.04K - $8.63K
|
378
$74.1K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-43- 1.07% |
$7.86K - $8.44K
|
3.97K
$779K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-43- 0.77% |
$7.86K - $8.44K
|
5.56K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-42- 2.46% |
$7.68K - $8.24K
|
1.67K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-41- 0.95% |
$7.5K - $8.04K
|
4.29K
$841K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41- 0.5% |
$7.5K - $8.04K
|
8.12K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-40- 0.7% |
$7.31K - $7.85K
|
5.7K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-39- 1.67% |
$7.13K - $7.65K
|
2.3K
$451K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-38- 0.26% |
$6.95K - $7.46K
|
14.3K
$2.81M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-35- 1.87% |
$6.4K - $6.87K
|
1.84K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-34- 1.94% |
$6.22K - $6.67K
|
1.72K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-32- 0.56% |
$5.85K - $6.28K
|
5.71K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-32- 1.05% |
$5.85K - $6.28K
|
3K
$589K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-32- 0.28% |
$5.85K - $6.28K
|
11.3K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-30- 1.39% |
$5.48K - $5.89K
|
2.13K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.06% |
$5.3K - $5.69K
|
46.1K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-26- 1.19% |
$4.75K - $5.1K
|
2.16K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-26- 0.98% |
$4.75K - $5.1K
|
2.62K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-26- 72.22% |
$4.75K - $5.1K
|
10
$1.96K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.08% |
$4.57K - $4.91K
|
31.4K
$6.16M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-25- 2.27% |
$4.57K - $4.91K
|
1.07K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-24- 1.39% |
$4.39K - $4.71K
|
1.71K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-23- 12.3% |
$4.2K - $4.51K
|
164
$32.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-21- 0.99% |
$3.84K - $4.12K
|
2.1K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-20- 1.04% |
$3.66K - $3.92K
|
1.91K
$375K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-20- 1.47% |
$3.66K - $3.92K
|
1.34K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-19- 0.26% |
$3.47K - $3.73K
|
7.17K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-16- 0.75% |
$2.93K - $3.14K
|
2.12K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-15- 0.29% |
$2.74K - $2.94K
|
5.23K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-15- 0.07% |
$2.74K - $2.94K
|
22K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-13- 0.07% |
$2.38K - $2.55K
|
18.8K
$3.7M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-13- 0.55% |
$2.38K - $2.55K
|
2.34K
$459K
|